13F Pro

Hedge Funds Similar to SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is an institutional investor managing $482M across 173 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS are KOM Wealth Group,, Cauble & Harre Wealth ,, Provident Wealth ,, with shared positions in $MS, $PHYS, $REGN, $SCHW, $AMN, $HON. The full ranking of 25 similar funds is below.

#1KOM Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$MS$PHYS$REGN$SCHW
$147M
89 positions
#2Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$AMN$REGN$MS
$126M
74 positions
#3Provident Wealth Management, LLCActive
Notable overlap · 6 shared positions
$MS$AMN$REGN$HON$MCD$UNH
$331M
134 positions
#4MATAURO, LLCActive
Notable overlap · 4 shared positions
$PHYS$REGN$UNH$HON
$692M
145 positions
#5Alliance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$AMN$PM$VZ
$228M
158 positions
#6Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PHYS$REGN$PSLV
$161M
238 positions
#7Echo Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MS$AMN$REGN$UNH
$174M
47 positions
#8Entruity Wealth, LLCActive
Notable overlap · 4 shared positions
$PHYS$WFC$PSLV$MS
$147M
46 positions
#9Wright Wealth LLCActive
Notable overlap · 4 shared positions
$MS$AMN$VZ$PM
$149M
51 positions
#10ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$MS$PM$WFC$AMN$SCHW
$1.4B
261 positions
#11Powers Advisory Group, LLCActive
Notable overlap · 7 shared positions
$MS$MCD$REGN$TGT$VZ$PM
$284M
125 positions
#12Alpha Advisors, LLC/VAActive
Notable overlap · 3 shared positions
$PHYS$WFC$PSLV
$127M
47 positions
#13FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$HON$PSLV
$121M
72 positions
#14Auxano Advisors, LLCActive
Notable overlap · 3 shared positions
$PHYS$AMN$SBUX
$501M
199 positions
#15Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$AMN
$221M
93 positions
#16Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$ALSN
$155M
29 positions
#17Basepoint Wealth LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$VZ
$175M
643 positions
#18Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$SCHW$AMN
$1.9B
321 positions
#19Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$MS$REGN$UNH$MCD
$344M
79 positions
#20Guild Investment Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$HON$PSLV
$140M
47 positions
#21Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PM$PSLV
$180M
37 positions
#22SWEENEY & MICHEL, LLCActive
Notable overlap · 5 shared positions
$MS$WFC$SCHW$VZ$FDX
$340M
145 positions
#23Focused Investors LLCActive
Notable overlap · 4 shared positions
$MS$UNH$MCD$FDX
$3.1B
22 positions
#24Proactive Wealth Strategies LLCPassive
Notable overlap · 5 shared positions
$PHYS$REGN$AMN$PANW$PSLV
$532M
210 positions
#25Coign Capital Advisors LLCActive
Notable overlap · 4 shared positions
$MS$HON$PM$SCHW
$190M
80 positions

Compare SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.